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We preview the UK Budget in terms of risks around GBP FX, what the outlook is from here for sterling and a discussion on positioning.    Speakers: James Nelligan Patrick Locke   This podcast was recorded on 21 October 2026. This communication is provided for information purposes only. Insti…
This week, our Global FX Strategists Meera Chandan, Pat Locke, Anezka Christovova & James Nelligan discuss the implications for the dollar from the latest US data, including firmer inflation, as well as other upcoming US policy developments. They also address the outlook for EM currencies amid …
In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss Euro area sovereign spreads, volatility and thoughts on UK rates into the budget.   This podcast was recorded on 16 October 2026. This communication is provided for information purposes only. Institutional clients can v…
Anezka Christovova, Ben Ramsey and Michael Loh discuss the latest market developments and their impacts for the EM fixed income asset class.   This podcast was recorded on 22 October 2026. This communication is provided for information purposes only. Copyright 2026 JPMorgan Chase & Co. All…
The situation in the Strait of Hormuz is not exclusively affecting the energy side of commodity markets. Namely, agricultural commodities are becoming a point of convergence for high freight rates, fuel costs and disrupted logistics. Today, we run you through these cost effects, as well as update y…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به J.P. Morgan Global Research است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.